Material Stock Requests 9.1 BRFHS and BRFHM · Material Stock Requests 9.1 BRFHS and BRFHM Version...
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Material Stock Requests 9.1 BRFHS and BRFHM Version Date: January 2014
Transcript of Material Stock Requests 9.1 BRFHS and BRFHM · Material Stock Requests 9.1 BRFHS and BRFHM Version...
Material Stock Requests 9.1
BRFHS and BRFHM
Version Date: January 2014
Training Guide
BRFHS and BRFHM
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Training Guide BRFHS and BRFHM
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Table of Contents Material_Stock_Requests_9_1_BRFHS_and_BRFHM ................................................ 1
Material Stock Requests ............................................................................................................ 1 Enter a Stock Request ............................................................................................................................. 1
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Material_Stock_Requests_9_1_BRFHS_and_BRFHM
Material Stock Requests
Enter a Stock Request
Procedure
In this topic you learn how to Enter a Stock Request.
Step Action
1. Click the Main Menu button.
2. Click the Inventory menu.
3. Click the Fulfill Stock Orders menu.
4. Click the Stock Requests menu.
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Step Action
5. Click the Create/Update Stock Request menu.
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Step Action
6. NOTE: Only BHSCS or BHSAC designations can be used for Business Unit when
creating a Stock Request.
The Order No. field defaults as NEXT and must remain as defaulted. Changing this
field to anything other than NEXT will cause errors.
Request Type field defaults as Internal Issue and will remain as defaulted.
7. NOTE: BHSAC will be phased out sometime in the next few months. BHSCS will
be the Business Unit you will use for Stock Requests once this is completed.
Until notified of the change, users who use BHSAC as their Business Unit when
entering a Stock Request should continue to do so.
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Step Action
8. Click the Look up Business Unit button.
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Step Action
9. Click the BHSCS link.
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Step Action
10. Click the Add button.
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Step Action
11. You will enter your Department Name and your User ID into the Name field. You
must enter the Department and UserID in ALL CAPS.
Enter the desired information into the Name field. Enter "NEURO SURGERY -
KOCON3".
12. Enter the desired information into the Location field. Enter "AH01100".
NOTE: Please use the exact campus location number as shown on your door jam.
13. NOTE: The Ship Cust automatically defaults after entering the Override Chartfields
information.
Click the Override ChartFields link.
14. NOTE: The chartfield screen may look slightly different based on your user
access.
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Step Action
15. Enter the desired information into the Account field. Enter "545700".
If you do not know the Account number you can search for it by clicking the Look up
Account button located to the right of the Account field.
16. Enter the desired information into the Dept field. Enter "2036380".
If you do not know the Dept number you can search for it by clicking the Look up
Account button located to the right of the Dept field.
17. Click the OK button.
18. The Ship Cust information has defaulted into the field.
19. WARNING: THE NAME, LOCATION AND OVERRIDE CHARTFIELDS
INFORMATION MUST BE ENTERED PRIOR TO ENTERING YOUR FIRST
ITEM. IF THIS INFORMATION IS NOT ENTERED BEFORE ITEM
INFORMATION, YOU WILL BE UNABLE TO SAVE THE ORDER.
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Step Action
20. Click the Look up Item ID button.
If you know the Item ID, you can type directly into the Item ID field.
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Step Action
21. Click the button to the right of the Description field.
22. Click the contains list item.
23. Enter the desired information into the Description field. Enter "GLOVE".
24. Click the Look Up button.
25. Click the 602991 link.
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Step Action
26. Enter the desired information into the Qty Requested field. Enter "1".
NOTE: It is highly recommended that you delete all the zeroes in the field before
entering the quantity. The system will automatically populate the zeroes when you
navigate away from the field.
27. NOTE: The UOM (Unit of Measure) defaults onto the page based upon the item
selected; in its standard stocking size.
For example, UOM could be:
EA - Each CS - Case
BX - Box RL - Roll
NOTE: Please assure that you are selecting the correct ‘QUANTITY' desired for
the ‘UOM’ (Unit of Measure) selected.
28. If there is another item to enter click on the (+) button or press ALT +7 on the
keyboard.
Click the Add multiple new rows at row 1 (Alt+7) button.
29. A dialogue box will display asking how many rows you which to add. The row
number defaults to 1.
You may add as many rows as you need. However, blank rows cannot be saved and
must be deleted in order to save the Stock Request.
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Step Action
30. Click the OK button.
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Step Action
31. Enter the information for each additional item using the same steps until all items
have been entered.
For training purposes only, click the Delete row 2 button.
32. A warning message displays for you to confirm the delete.
Click the OK button.
33. NOTE: All items must be entered before saving the Stock Request. Any additional
items added after saving the Stock Request will not filled.
Click the Save button.
34. The Order No. displays after saving.
NOTE: A Shipping Document will be received with each order and must be
retained by Dept for any returns or credits.
35. Click the Printer button.
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Step Action
36. Click the Report Manager link.
NOTE: The Report Manager link is located at the bottom of the page below
Schedule Date box.
Step Action
37. NOTE: In order to view the Stock Request, IN Material Issue Document, seen in
the Description column, must be a blue link.
Click the Refresh button until the Status = Posted. Please wait 10 - 15 seconds
between clicks.
38. Click the IN Material Issue Document link.
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Step Action
39. Click the button to the right of the Printer field.
40. Click the Print... menu.
41. Make any appropriate changes in order to print your document. You would then
click the Print button to print out a paper copy of the Material Issue Transaction
Document.
For training purposes only, click the Cancel button.
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Step Action
42. Click the Close button.
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Step Action
43. Click the Home link.
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Step Action
44. Please use the following steps to exit out of PeopleSoft and Citrix.
Click the Sign out link.
45. Click the Close button.
46. Click the Start button.
47. Click the Log off button.
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Step Action
48. Click the object.
49. This completes Enter a Stock Request.
End of Procedure.
